Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-05 |
Branch Locations
12801 Pierce Street Suite 300, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Nebraska At Omaha | Omaha | NE | 08/2023 | Present |
| Metropolitan Community College | Omaha | NE | 12/2020 | 05/2023 |
| Amigos/Kings Classic | Omaha | NE | 03/2019 | 08/2019 |
| James Legacy | Omaha | NE | 08/2019 | 09/2020 |
| Scheels | Omaha | NE | 09/2020 | 07/2021 |
| Titlecore National Llc | Omaha | NE | 07/2021 | 07/2024 |
| Retire Smart, Llc | Omaha | NE | 07/2024 | 01/2025 |
| Retire Smart, Llc | Omaha | NE | 01/2025 | 08/2025 |
| Smart Wealth, Llc | Omaha | NE | 01/2025 | 08/2025 |
| Secondary School | Omaha | NE | 01/2015 | 03/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-07 |
Reach out to this advisor